Alibaba: The Goal is General Artificial Intelligence. Chinese Stocks are Back Thanks to Improved Profit Prospects!

Chinese stocks are "on fire" as Xi lets tech companies off the regulatory leash. Growth at Alibaba (BABA) is expected to accelerate in the next fiscal year. The consensus estimates an increase in EPS of 12% to $9.57 in 2025/26 after stagnation in 2024/25. Alibaba is excellently positioned in cloud infrastructure and AI products, such as its Qwen2.5 model. The goal of the AI strategy remains to develop a General Artificial Intelligence (learning and understanding intellectual tasks like a human). China's "deregulation" is also about giving companies...